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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,904 | $185,312+55.9% | $161,489+78.9% | $154,746+86.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.11% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $6,682 | $4,769+40.1% | $4,268+56.6% | $4,379+52.6% |
| Participant deferral / active EE | $12,201 | $6,350+92.1% | $5,630+116.7% | $6,730+81.3% |
| Admin fee / account holder | $12,807 | $18,654-31.3% | $16,006-20.0% | $14,365-10.8% |